RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lotus Oak Capital Institute
RIAAUM $215KTEAM 1REPS 1
Scott Clampitt, Registered Investment Advisor
RIAAUM $213KTEAM 1REPS 1
First Perspective Capital LLC
RIANational Harbor, MD
AUM $210KTEAM 1REPS 1
Douglas Capital Advisors
RIAManor, TX
AUM $210KTEAM 3REPS 2
Galvez Financial LLC
RIAParrish, FL
AUM $209KTEAM 1REPS 1
Hirschi Hart Management LLC
RIAAUM $208KTEAM 1REPS 1
401k Advisory Group, Inc.
RIAAUM $205KTEAM 1REPS 1
Brightpath Financial Advisors, LLC
RIAAUM $204KTEAM 1REPS 1
Equity X Investments, LLC
RIAAUM $203KTEAM 1REPS 1
Mcclure Private Wealth, LLC
RIAAUM $202KTEAM 1REPS 1
JP Law and Wealth Advisors Pllc
RIAMaitland, FL
AUM $201KTEAM 1REPS 1
Fenway Financial, LLC
RIAAUM $200KTEAM 1REPS 1
Springboard Financial Services
RIAAUM $200KTEAM 1REPS 1
Sage Wealth Capital
RIAAUM $200KTEAM 1REPS 1
TSN Management Inc.
RIAAUM $200KTEAM 1REPS 1
A.G. Advisory Firm, LLC
RIAAUM $200KTEAM 1REPS 1
Trilogy Advisors
RIAAUM $200KTEAM 1REPS 1
Texas First Investment Management Company
RIAAUM $200KTEAM 1REPS 2
MMM Capital Ventures
RIAAUM $200KTEAM 2REPS 2
Ravenwood Capital Management, LLC
RIAAUM $200KTEAM 1REPS 1
Munifi, LLC
RIAHermosa Beach, CA
AUM $198KTEAM 1REPS 1
Unlock Investments
RIAAUM $197KTEAM 1REPS 1
Dobbins Capital Management
RIATaylor, MI
AUM $194KTEAM 1REPS 1
Realm Financial Planning
RIATulsa, OK
AUM $194KTEAM 1REPS 1
Other AUM ranges
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